Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HCACX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS C) | 2.82% | -5.78% | 5.34% | -0.46% | 3.44% | 6.86% | 5.28% | 6.90% |
Data as of 07/03/2025, AR inception is 03/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCACX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS C) | 03/04/1999 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.28 | -5.78 | 5.34 | -0.46 | 3.44 | 6.86 | 5.28 | 6.90 | 2.82 | 2.37 | 18.00 | -25.15 | -8.73 | 12.34 | 29.46 | -6.11 | 20.56 | 3.38 | 0.36 | 5.96 | 40.74 | 19.30 | -15.87 | 12.11 | 41.85 | -46.49 | 15.28 | 14.84 | 14.38 | 17.23 | 39.54 | -23.36 | -7.37 | 7.27 | 62.92 |
| Sharpe Ratio | NA | -0.37 | 0.11 | -0.10 | 0.09 | NA | NA | 0.26 | 0.11 | -0.22 | 1.05 | -1.05 | -0.34 | 0.35 | 2.30 | -0.45 | 2.56 | 0.21 | 0.02 | 0.46 | 3.13 | 1.27 | -0.58 | 0.66 | 1.46 | -1.14 | 0.67 | 0.95 | 1.10 | 1.16 | 2.56 | -1.05 | -0.43 | 0.11 | 4.41 |
| Standard Deviation(%) | NA | 24.36 | 19.38 | 21.46 | 20.57 | NA | NA | 21.08 | 23.54 | 19.27 | 13.21 | 25.26 | 26.00 | 34.65 | 12.19 | 16.52 | 7.82 | 15.39 | 15.85 | 13.03 | 13.00 | 15.34 | 27.33 | 18.10 | 28.56 | 41.51 | 18.55 | 12.20 | 11.07 | 14.04 | 15.18 | 23.34 | 22.70 | 28.92 | 17.31 |
| Draw Down(%) | NA | 31.63 | 31.63 | 42.04 | 42.04 | NA | NA | 59.64 | 19.77 | 18.18 | 11.85 | 26.53 | 24.86 | 36.38 | 6.13 | 19.69 | 3.41 | 15.25 | 14.28 | 9.93 | 6.37 | 14.27 | 28.86 | 16.97 | 25.23 | 57.09 | 12.47 | 12.66 | 9.48 | 9.99 | 14.82 | 34.94 | 29.87 | 26.98 | 11.99 |
| Yield(%) | 0.00 | 0.25 | 0.16 | 0.08 | 4.98 | 8.28 | 6.40 | 9.14 | 0.00 | 0.29 | 0.17 | 0.00 | 0.00 | 0.00 | 7.45 | 19.01 | 18.45 | 0.00 | 10.07 | 30.99 | 6.01 | 0.05 | 0.93 | 0.00 | 0.00 | 0.28 | 10.81 | 9.01 | 10.84 | 0.00 | 0.00 | 0.00 | 0.18 | 18.45 | 9.36 |
Data as of 07/03/2025, AR inception is 03/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCACX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS C) |
-16.79%
Feb 2006 - Feb 2009 |
-5.22%
Feb 2004 - Feb 2009 |
1.26%
Aug 2000 - Aug 2010 |
2.59%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCACX (THE HARTFORD CAPITAL APPRECIATION FUND CLASS C) |
27.72%
Mar 2003 - Mar 2006 |
21.84%
Feb 2009 - Feb 2014 |
14.12%
Feb 2009 - Feb 2019 |
10.17%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart